A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.
A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.
– Alexa Van Tobel
Global income portfolio objective
We have created a portfolio focusing on high-quality dividend stocks, with a particular emphasis on Hong Kong and China. It is designed to capitalize on high dividend-paying, policy-aligned companies that are expected to outperform in the broader, uncertain market environment ahead.
| 1 Month | 3 Month | 12 Month | Year to date (YTD) | Since january 2022 | |
|---|---|---|---|---|---|
| TAAL Global Income | 10.73% | 8.94% | 61.44% | 10.73% | 222.07% |
| HSI | 6.84% | 4.77% | 50.26% | 6.84% | 16.10% |
| SHCOMP | 3.74% | 4.16% | 33.79% | 3.74% | 13.46% |
| S&P 500 | 1.37% | 0.84% | 31.72% | 1.37% | 51.55% |
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| 1 Month | 3 Month | 12 Month | Year to date (YTD) | Since january 2022 | |
|---|---|---|---|---|---|
| TAAL GIP (Actual) | 3.21% | 5.26% | +35.58% | 15.98% | |
| TAAL GIP | 1.19% | 10.20% | 48.47% | 33.16% | 196.21% |
| HSI | -3.53% | 4.79% | 43.59% | +31.68% | 7.40% |
| SSE50 | 1.83% | 10.46% | 28.47% | 19.99% | 6.92% |
| S&P 500 | 2.27% | 7.71% | 30.63% | 16.31% | 41.95% |
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Index
Hang Seng index
26,629.96
44.90
0.17%
Previous close
Today high
Today low
26,585.06
26,779.22
26,499.14
Updated: At close 2026 January 22 at 4:00 p.m. GMT+8
Standard & Poor's 500 index
6,875.62
78.76
1.16%
Previous close
Today high
Today low
6,796.86
6,910.39
6,804.96
Updated: At close 2025 January 21 at 4:00 p.m. EDT
Hang Seng index
26,059.85
570.69
2.14%
Previous close
Today high
Today low
26,630.54
26,403.85
25,882.95
Updated: At close 2026 March 2 at 4:00 p.m. GMT+8
Standard & Poor's 500 index
6,881.62
2.74
0.04%
Previous close
Today high
Today low
6,824.36
6,901.01
6,796.85
Updated: At close 2025 March 2 at 4:00 p.m. EDT
Our team
We are commitment to do better than others by learning from our past, and ensuring our clients receive the best and diligent services in the market.
Our people, network and execution sets us apart. We are commitment to do better than others by learning from our past, and ensuring our clients receive the best and diligent services in the market.
Our partners
Insurance partners
Insurance partners
Immigration & estate planning partners
Tax planning experts
Office
4/F, 53 Wellington Street,
Central, Hong Kong
